Bank Financing

After the recession, banks have become much stricter and diligent in their requirements. If you’re looking for a loan, then you need to make sure all your information and documents are compiled and presented in a way that results in the highest success of being approved.

We’ve worked with countless individuals and businesses to present and obtain loans for themselves. Let our experience and technical expertise guide you to put a proposal together that will show your financial strength and capability to banks. We have relationships with both the biggest banks (Bank of America, Wells Fargo, Chase, Washington Mutual) as well as some smaller local banks in the Orange County and Los Angeles area.

When we create a proposal, you will get the following from us:
1. Executive Summary: We will outline all the pertinent details including the purpose, loan amount and the terms.
2. Cash Budgets and Financial Statements: We sit down with you to understand your finances and scenario to complete a set of financial paperwork that puts your best foot forward. During this process, we also review your prior year tax returns and any other documents that we believe the bank will require.
3. Representation: We work directly with your banker or agent to provide the necessary documents, answer questions and provide explanations. We understand the bank lingo and jargon to put you at ease and comfortable that a professional is on your side.

When banks receive information from qualified, certified professionals such as our CPAs, consultants and accountants, they know the information is represented accurately and appropriately. This makes the whole process go a lot smoother.

If you want to learn more about how we can assist your bank financing needs, please feel free to contact us at the email below or give us a call! We’re waiting to hear from you.